A detailed history of Centurion Wealth Management LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Centurion Wealth Management LLC holds 1,876 shares of CAT stock, worth $733,215. This represents 0.27% of its overall portfolio holdings.

Number of Shares
1,876
Previous 1,908 1.68%
Holding current value
$733,215
Previous $564 Million 21.87%
% of portfolio
0.27%
Previous 0.24%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024

SELL
$278.63 - $366.43 $8,916 - $11,725
-32 Reduced 1.68%
1,876 $688 Million
Q4 2023

Jan 24, 2024

SELL
$226.05 - $298.12 $9,720 - $12,819
-43 Reduced 2.2%
1,908 $564 Million
Q3 2023

Oct 31, 2023

SELL
$240.58 - $288.65 $5,052 - $6,061
-21 Reduced 1.06%
1,951 $533 Million
Q1 2023

May 10, 2023

SELL
$215.01 - $264.54 $215 - $264
-1 Reduced 0.05%
1,972 $451 Million
Q4 2022

Feb 23, 2023

BUY
$171.23 - $243.14 $138,182 - $196,213
807 Added 69.21%
1,973 $473 Million
Q4 2022

Feb 02, 2023

BUY
$171.23 - $243.14 $199,654 - $283,501
1,166 New
1,166 $279 Million

Others Institutions Holding CAT

About CATERPILLAR INC


  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $206B
  • Description
  • Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industrial gas turbines worldwide. Its Construction Industries segment offers asphalt pavers, backhoe loaders, compactors, cold planers, compact track and multi-terrain loaders, excavators, motorgraders, pipelayers, road reclaimers, sit...
More about CAT
Track This Portfolio

Track Centurion Wealth Management LLC Portfolio

Follow Centurion Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Centurion Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Centurion Wealth Management LLC with notifications on news.